Learn how to set up, import and manage Vendors in Business Central.
Details
This package describes both detailed vendor master data and the associated satellite tables. In addition, the user receives information on migration and evaluations in this subject area. This information is essential for both Accounts Payable and Purchasing and helps new users get started. Experienced users can benefit from the linked detailed information.
| Workpackage | Description |
|---|---|
| Preparation | - Basic considerations - Coordinate numbering for master data - Coordinate posting groups and dimensions with financial accounting - Make decisions on price/discount policy |
| Setup | - Setup No. Series - Setup Posting groups - Setup Dimensions - Setup Purchaseperson - General setup |
| Masterdata | - General information - Address and contact information - Billing and payment information - Delivery information - Price and discount information - Dimension information |
| Data transfer / migration | If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as .B vendor data with the side tables. |
| Reporting / Analysis | Here you will find content for evaluating your data and links to various statistics / analysis. |
| Training | Watch various training/learning videos to deepen the topics listed below: - Manage Vendor data - No. Series management - Working with dimensions - Setup posting groups - Setup purchase prices and discounts - Setup Purchaseperson - Migrating data |
After completing this project, you will be able to:
| Create a Vendor | Change Vendor data | Import/migrate Vendor data |
| Create and Manage Posting groups | Create and Manage Numberseries | Create and Manage Dimensions |
| Use Vendor Analysis and Statistics | Create and Manage Vendor prices and discounts | Import Customerpictures |
Duration
10.2 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Supported Countries
Business Central Localization: Germany, W1
Languages: English, German
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